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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2011-04-25 |
Branch Locations
19950 W Country Club Dr Suite 802, Aventura, FL 33180 • United States
2908 Emmons Ave Ste 2940, Brooklyn, NY 11235 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2000 | Present |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 07/2000 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
1.RECEIVE RENTAL INCOME FROM RENTAL PROPERTY. 2.MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND /OR DISABILITY INCOME INSURANCE PRODUCTS. 3. SFG2940, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 5/4/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 4 .PARTNER, VR MANAGEMENT, INVESTMENT RELATED, SEPT. 2008, 5-HRS MONTH, NO DAY-TO-DAY DUTIES. 5. Kings Bay Y, Board of Directors 6. OMEGA PROPERTIES FL LLC, 1114 NORTH EAST 13 AVE, FORT LAUDERDALE, FLORIDA, 33304, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 11/26/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-20 |
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